Firms by city
Registered investment advisers in Clive, IA
3 SEC-registered advisers headquartered in Clive, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
3 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Paladin Advisory Group | Clive, IA | $280M |
| Weis Advisory | Clive, IA | $226M |
| Acadia Legacy Group | Clive, IA | $133M |
- Headquarters
- Clive, IA
- Regulatory AUM
- $280M
- Headquarters
- Clive, IA
- Regulatory AUM
- $226M
- Headquarters
- Clive, IA
- Regulatory AUM
- $133M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Clive on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Iowa.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.